Your next mandates are already in your client book
Capinext installs an integrated M&A function inside the firm the owner already trusts. You keep the relationship, the mandate and the brand. The platform prepares, structures, checks and accelerates. You advise, arbitrate and decide.
END TO END
From the decision to the closing, in a single environment.
Capinext connects the data, the deliverables, the counterparties, the decisions and the participants across the whole transaction.
Three profiles. One transaction infrastructure.
Accountant / Fiduciary
You have known the business and its owner for years. Capinext turns that relationship into a structured succession practice, under your own brand.
- Read the succession signals already in your portfolio
- Valuation you can demonstrate and trace
- You stay at the centre of the mandate
Business lawyer
You are often brought in once the structure is settled. Capinext gives you the financial visibility to come in earlier and hold the risk through to closing.
- NDA, LOI, Dataroom and due diligence in one place
- Negotiation and contracting, recorded as they happen
- Granular control and a complete audit trail
M&A professional
Speed up execution without simplifying your method.
- Several mandates running in parallel
- Buyer universe, matching and outreach
- Expert mode, configurable workflows, cross-border
Expert Mode when you already know the process. transaction systems Mode when you want guidance.
Expert Mode
Go straight to every module, customise the workflows, use your own templates, manage permissions and run several mandates without an imposed path.
- Direct access to the seven modules, in the order you choose
- Workflows configured to your own method
- Your own document templates
- Permissions per contributor on each mandate
- Several mandates run in parallel, with no imposed path
transaction systems Mode
Follow a guided path, receive the next actions, the checklists and the useful controls, then validate every sensitive step before execution.
- A guided path, phase by phase
- The next action always named
- Checklists and controls at every sensitive step
- Your validation before anything is sent
- Human support when the mandate calls for it
Human support when the file calls for it. Onboarding, setting up the first mandate, an operational blocker or a question of method: the Capinext team can step in without substituting itself for your judgement.
Your client. Your brand. Your transaction.
One shared file. Rights matched to each participant.
Chartered accountant, business lawyer, M&A professional, tax adviser, notary or auditor: each reaches only their own scope, under a clearly identified lead adviser.
Three doors into a full M&A mandate.
Each tool below works standalone — and can become the starting point of a structured mandate inside Capinext.
No signup. No credit card. Test the engine with one of your live cases.
Start with a credible value range — in 90 seconds.
Enter three years of revenue, EBITDA and net income. The valuation engine runs three methods in parallel and returns an actionable price range you can defend.
- Sector multiples, simplified DCF, asset-based
- Min / average / max on a visual slider
- PDF report ready to share with your client
Build your first qualified buyer list in seconds.
The matching engine compares the company profile against thousands of qualified buyers and investors, ranked across five weighted criteria.
- Compatibility score across 5 weighted criteria
- Detailed profile: type, capacity, history
- Exportable shortlist to launch your outreach
Decide whether the mandate is ready — in 30 seconds.
Five targeted questions. A visual score across five dimensions. A clear verdict — ready, needs work, or too early — with a prioritized action plan.
- Readiness score on 5 objective criteria
- Instant verdict with action plan
- PDF diagnostic with priority recommendations
Everything you need to run a mandate end-to-end.
The tools of the mandate, connected to one another. One source of truth per deal.
Four workspaces. One brand: yours.
Firm, client, buyers, market: every party works in a dedicated secure space — all carrying your firm's brand. No more juggling emails, drives and video tools.
Your firm's workspace
Run the seven phases, valuation, deliverables and buyer outreach — the entire mission from a single command post.
Your client's portal
The seller follows the transaction, answers questionnaires, uploads documents and signs — in a portal in your colours, never seeing ours.
The buyer & investor space
Each counterparty joins by invitation into a confidential space: NDA-gated Dataroom, messaging, video calls, letters of intent — and only ever sees its own file.
The opportunities market
A public front door in your colours: buyers browse the market under your firm's name and reveal themselves step by step — sector and region with no account, the full file after a profile and an NDA.
The mandate you never won is the one you spotted too late.
Capinext starts before there is a client. Detect the signal, qualify it, win the mandate — and only then do the seven phases begin.
A pipeline, not a hunch
Suspect, prospect, opportunity, live file, signed client: every contact sits at a stage with its own conversion rate. Your practice stops guessing which relationships are actually moving.
Reach out without leaving the platform
LinkedIn campaigns, one-click landing pages in the recipient's language, sequenced follow-up. Every reply lands back on the contact it came from.
From conversation to engagement letter
Pre-mandate screening, fee simulation, an engagement letter drafted from the file and signed electronically. The mandate opens with its terms already agreed.
Billed, tracked, collected
Timesheets, fee notes, invoices. What a mandate earns is visible from the day it opens, not reconstructed at the end.
The Capinext commitments.
Human in the loop
The transaction systems drafts, calculates, suggests. You approve every action. Nothing moves without your sign-off. Same inputs, same results — every figure can be traced back to its source.
Your brand, front and centre
Your logo. Your disclaimers. Your firm name on every deliverable. Your clients never see ours.
Data confidentiality and control
Controlled access, granular permissions, traceable actions and documented processing. Your data is never used to train external models.
Institutional-grade deliverables
Confidential memorandum, teaser, diagnostic report, valuation — formatted to the level buyers and investors expect.
Professional ethics & compliance: our commitments in detail →
Local expertise. International execution capacity.
Extend your execution capacity beyond your domestic market.
Multilingual documents, international search, currencies and country layers let you work cross-border corridors in one shared environment.
Beta tester access
Try Capinext with your first mandate — free. Join a small group of advisors shaping the platform.
What you see without an account
Reviewed by an advisor · Seller identity protected
Businesses for sale · 18 countries →